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Saybrook Wealth Group Logo
Saybrook Wealth Group Growth Score
91
CB Rank
149190
Heat Score
86
Saybrook Wealth Group is a financial services firm that offers wealth management and retierment planning services.
Acquired by
MAI Capital Management Logo
MAI Capital Management
Founded
obfuscation
Private Old Saybrook, Connecticut, United States1-10 saybrookwealth.com
Financial Services
Retirement
Wealth Management
Overview

Saybrook Wealth Group
Growth Score
91
Heat Score
86

Growth Score91
5 pts
in past quarter
Heat Score 86
65 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Saybrook Wealth Group

CB Rank
149190
Saybrook Wealth Group is a financial services firm that offers wealth management and retierment planning services.
Acquired by
MAI Capital Management Logo
MAI Capital Management
Founded
obfuscation
Private Old Saybrook, Connecticut, United States1-10 saybrookwealth.com
Financial Services
Retirement
Wealth Management

Details

Legal Name Saybrook Wealth Group, Inc.
Operating Status Active
Company Type For Profit
Phone Number +1 860 388 2200
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Retirement Planning
A service that helps clients develop financial plans to prepare for retirement, aligning investments and savings with long-term retirement goals.
Financial Planning for Parents of Special Needs Children
A specialized financial planning service tailored to the unique needs of families with special needs children, focusing on long-term financial security and support.

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  • Full access to financial & funding data on unlimited profiles
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  • Preview private company insights and predictions
Financials

M&A Details

Saybrook Wealth Group was acquired by MAI Capital Management on
obfuscation
.
Transaction Name 
Saybrook Wealth Group acquired by MAI Capital Management Logo
Saybrook Wealth Group acquired by MAI Capital Management
Acquired by 
MAI Capital Management Logo
MAI Capital Management
Announced Date 
obfuscation
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10
News

News and Press

News•Jun 13, 2026
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News•Jun 10, 2026
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News•Jun 9, 2026
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

IT Spend

$51.8KThis year, Saybrook Wealth Group is projected to spend $51.8K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Margin Enhancement Logo
Margin Enhancement
76
Valuation Logo
Valuation
76
Phone Charging Station Logo
Phone Charging Station
70

Active Website Tech Count

2Saybrook Wealth Group is actively using 2 technologies for its website, according to BuiltWith. These include Common Crawl and  CommonCrawl Top 50m.

Total IP

1Saybrook Wealth Group has 1 registered trademark in the 'Insurance; financial affairs' class, according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is Saybrook Wealth Group's headquarters? Saybrook Wealth Group is located in Old Saybrook, Connecticut, United States.Who are Saybrook Wealth Group's competitors? Alternatives and possible competitors to Saybrook Wealth Group may include A Special Needs Plan, Harvest Financial Advisors, and  Weiss Law Group.
Who We Are
What We Do
Helpful Links
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